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First Trust Mid Cap Growth AlphaDEX Fund

120 hedge funds and large institutions have $347M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

12% more funds holding

Funds holding: 107120 (+13)

4% more capital invested

Capital invested by funds: $333M → $347M (+$14.5M)

0.45% more ownership

Funds ownership: 74.94%75.4% (+0.45%)

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

Holders
120
Holders Change
+13
Holders Change %
+12.15%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
31
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Purus Wealth Management
California
$663K -$1.84K -20 -0.3%
AWAG
52
ARS Wealth Advisors Group
Florida
$642K -$97K -1,056 -13%
MA
53
Mutual Advisors
Nebraska
$631K +$376K +4,089 +144%
TCA
54
Transcend Capital Advisors
New Jersey
$628K -$76.5K -833 -11%
SPC
55
Sigma Planning Corp
Michigan
$587K +$20.9K +228 +4%
FFS
56
Founders Financial Securities
Maryland
$582K +$586K +6,379 New
Creative Planning
57
Creative Planning
Kansas
$570K
SWP
58
Stratos Wealth Partners
Ohio
$540K -$291K -3,163 -35%
Mariner
59
Mariner
Kansas
$527K -$13K -141 -2%
US Bancorp
60
US Bancorp
Minnesota
$519K +$459K +5,000 +726%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$518K +$129K +1,408 +33%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$517K -$2.83M -30,758 -84%
CWM
63
Cornerstone Wealth Management
Missouri
$517K -$13.1K -143 -2%
PVI
64
Pine Valley Investments
New Jersey
$490K +$20.2K +220 +4%
SA
65
Sanctuary Advisors
Indiana
$489K -$16.8K -183 -3%
PFPG
66
Pinnacle Financial Partners (Georgia)
Georgia
$488K +$491K +5,345 New
GWM
67
Geneos Wealth Management
Colorado
$478K +$50.8K +553 +12%
EW
68
Element Wealth
Mississippi
$465K -$1.29K -14 -0.3%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$424K
BW
70
BostonPremier Wealth
Massachusetts
$423K -$919 -10 -0.2%
DADC
71
D.A. Davidson & Co
Montana
$415K +$4.32K +47 +1%
NWWA
72
New Wave Wealth Advisors
Arkansas
$409K -$52.9K -576 -11%
CPA
73
Clear Point Advisors
New York
$405K -$45.7K -498 -10%
KWS
74
Keystone Wealth Services
California
$383K
KeyBank National Association
75
KeyBank National Association
Ohio
$358K